Superannuation and SMSFs

While it may not seem like it yet, your superannuation savings or ‘super’ as it is more commonly called, is likely to be your greatest asset (aside from the family home) as you approach retirement.

Yet many people overlook the importance of super and the role it plays in growing your retirement nest egg. If you haven’t reviewed your superannuation strategy in recent times you may find that it’s not ideally suited to your particular circumstances, retirement goals, or what we call your “tolerance towards risk.”

This means you could reach retirement age with less money in your super fund than you may otherwise have accumulated had the investments been more appropriately structured according to your needs, situation and objectives.

It never hurts to get a second opinion, so let’s review your superannuation strategy together so that we can ensure you’re making the most of your investments.

To find out more about how you can make the most of your super, please contact us.

Crest Financial Advice